Barbara Heen, Attorney at Law
Over the past 25 years, Barbara has provided planning to families and businesses. Whether guiding clients through the process of creating their estate plan or helping an entrepreneur launch a new business, Barbara believes most planning endeavors answer four basic questions.
Recently, Barbara has begun offering a seminar directed toward people approaching retirement or young retirees, called "Retirement Lifestyle Plain & Simple. A conversation about arranging your Retirement Lifestyle." The seminar lays out the four basic questions one needs to answer in most planning situations.
Barbara helps people map out the steps for their mid-life to late-life planning, so they can navigate through this stage of life smoothly. "When people leave me, I want them to know they will have a plan and a clear understanding of the next steps they need to take."